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Medisoft Security Login Expired - Learn how to setup Medisoft security the right way.


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Medisoft Security Login Expired - Learn how to setup Medisoft security the right way.

  1. 1. MEDICAL BILLING SOFTWARE BLOG INFO, ISSUES, AS IT RELATES TO MEDISOFT MEDIC AL BILLING SOFTWARE FOR MEDIC AL OFFIC ES HOME ABOUT MEDICAL BILLING SOFTWARE REVIEW JAN Medisoft Medical Billing Medisoft Practice Setup Step 4 Security BlogrollSoftware Tips and Tricks 10 Profile Setup Medical Practice ManagementMedisoft Practice Setup Step 10A Filed Under Medisoft Network Professional, Setup, Training Software - Medical Billing SoftwareProcedure C harge Setup Demo and InfoMedisoft Practice Setup Step 9Insurance C arrier Setup Security Profile SetupMedisoft Practice Setup Step 8 WARNING – if you do not setup at least one administrator account with NOReferring Provider Setup expiration date, you will get the following error:Medisoft Practice Setup Step 7Provider C lass Setup Medisoft Security Login Expired – if this happens, call us for support atMedisoft Practice Setup Step 6Provider Setup 888-691-8058 or 941-743-6666 as we will have to log into your computerMedisoft Practice Setup Step 5 Global and download some files to reset your security (support charges will apply).LoginMedisoft Practice Setup Step 4 After you have made your preliminary program option selections, you willSecurity Profile Setup need to create your security profiles. This is done by clicking the File menuMedisoft Practice Setup Step 3 DefaultPrinter Setup and Security Setup. The Security Setup window will appear.Medisoft Practice Setup Step 2Program OptionsMedisoft Practice Setup Step 1Practice C reation January 2013S M T W T F S 1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31« DecRecent PostsMedisoft Practice Setup Step 10BPayment SetupMedisoft Practice Setup Step 10AProcedure C harge SetupMedisoft Practice Setup Step 9Insurance C arrier SetupMedisoft Practice Setup Step 8Referring Provider SetupMedisoft Practice Setup Step 7Provider C lass SetupMetaLog inEntries RSS Once the Security Setup window appears, click the New button.C omments! You will then need to setup each user that will have access to this practice within the Medisoft program. Below, you will find guidelines for creating the user security profiles. converted by
  2. 2. Administrator SetupIt is crucial to the functionality of the program that the first user set up is anadministrator. If you set up someone with less than administrative access,and then log out of the program without setting up an administrator, youmay be unable to perform certain functions including adding and modifyinguser Security Profiles.In order to set up the administrator, take the following steps after clickingthe New button:Enter the Login Name, Full Name, Password, and Reconfirm the Password.(Do not mark the Inactive box) In the field labeled Access Level, make sure the number 1 (one) is selected.Tips and Tricks:Access level 1 is the highest level of accessavailable. It gives you access to all functions within Medisoft.Do not enter anything in the Expire Date field.Tips and Tricks:The Expire Date field is not used for passwordreset expiration. It is used to disable the entire account on aspecific date. It is not the date the user’s password expires. Onlythe Administrator can change this date. If no date is selected, theuser will never expire. If your Administrator login becomesdisabled, you could lock yourself out of vital system functions.C lick Save.Permissions SetupAfter setting up your Administrator, you will need to log out of the Medisoftprogram and log back in using your newly created Administrator login. Only after logging out and back in as the Administrator will you see a Permissions option under theFile menu. converted by
  3. 3. When you click this option, the Security Permissions screen will appear:On the left side of the screen, you will see a listing of the various windowsthroughout the Medisoft program. On the right side, you will see a listing ofthe different options within that window, as well as 5 levels of users. Bydefault, Level 1 has the most security options available, and Level 5 has theleast.You will now be able to go through and assign different levels of control tothe different levels of users. Placing a checkmark in a particular option willenable that option for the Level selected. Taking the checkmark out of anoption will disable the option for that user.After making all necessary changes, click the C lose button.Tips and Tricks:It is not recommended that you remove anysecurity options from the Level 1 users. This level is reserved forAdministrative users.Before adding or removing options from levels 2-5, identify which types ofusers will be added using that level. For example, Doctors could be eitherLevel 1 or Level 2. The front desk might be level 5. Billers might be level3. If you identify which uses will be using that level, it will make it easier todecide which options should be available to them. converted by
  4. 4. Login/Password ManagementMedisoft has the ability to create standards for the passwords used bypeople in your office. This option is available under the File menu andLogin/Password Management. Thiswindow gives you the opportunity to set the following standards for youruser passwords:Renewal Interval: This field sets the number of days a user has beforethey have to change their password.Reuse Period: This field sets the number of days before a user can repeata password they have previously used.Minimum Characters: This field allows you to set a minimum passwordlength.Maximum Characters: This field allows you to set a maximum passwordlength.Require Alphanumeric: If you select this option, your users will be forcedto use both letters and numbers in their password. This prevents users fromselecting simple passwords that are easy to crack.Maximum allowed attempts: This field sets the number of times a userlogin can be unsuccessfully attempted before the account becomes disabled.Account disable period: This field sets the number of minutes a user willbe disabled after the maximum allowed attempts is reached. converted by
  5. 5. Once you have set up your password requirements, click the Save button.Tips and Tricks:Proper use of this window can help protect anoffice from hackers and other security threats to the data. This inturn will help a practice be more HIPAA compliant.Permanent Employee SetupPermanent employee setup will mirror the Administrator setup with theexception of the access level. You will want to set your employees up withthe access level appropriate for the type of employee they are. Temporary Employee Setup Temporary employee setup will mirror the Permanent Employee Setup withthe exception of the Expire Date. Any temporary employee logins should beset to Expire on the last date of their contract with the office.Medisoft Login SecurityExpiredRating: 0.0/10 (0 votes cast) Rating: 0 (from 0 votes)Be Sociable, Share! Tweet 0 Like 1 0 Share 1Comments Leave a Reply You must be logged in to post a comment. converted by